What happens when a user selects ‘Reset Tasks’ on a document? Negative receipts are issued to all incomplete tasks to register the fact that a user did not had a chance to complete the task because it was reset. All tasks associated with the document are deleted (including completed tasks) New reading tasks are created and […]
Read more
How do I ensure that JQuery used by DocRead does not cause a conflict with my libraries?We have taken all possible measures to prevent any form of conflict between the jQuery libraries loaded by the DocRead web parts and libraries already loaded by the page. These include: DocRead dynamically loads the jQuery script library only […]
Read more
What types of reading receipts does DocRead generate?DocRead generates two types of reading receipts: Positive Receipts: These are receipts that are automatically generated when a user confirms that they have read a document. Negative receipts: Registers the fact that a user has never completed a task to read a specific document. Negative receipts will be […]
Read more
What happens when a document is deleted?When a document with DocRead Audiences gets deleted DocRead takes the following actions: A negative receipt is generated for each incomplete reading task. This is to register the fact that users did not have a chance to read a document that was assigned to them because the document was deleted. The negative receipt will […]
Read more
What is Smart Move?Smart Move refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilise Smart Move to ensure that your users only ever receive the correct reading tasks. For example, let’s assume that we have an audience for the ‘Sales department’ and another […]
Read more
What happens when a user leaves a DocRead audience or group?Users may leave a SharePoint audience, (or SharePoint group) for a variety of reasons, such as they have left the organization, they have moved jobs, they have gone on long term sick leave, and so on. When these events happen it’s very likely that they […]
Read more
How to customize the DocRead EmailsNote: The information in this post relates to DocRead for on-premises SharePoint only. Note: This Knowledge base article is relevant for DocRead version 2.x. If you are using DocRead version 3 or above, please refer to posts on the email template functionality.To amend the e-mails that get sent out with DocRead, follow […]
Read more
Why don’t we send DocRead e-mails using SharePoint ?All e-mails in DocRead are sent using the DocRead Notification Scheduler service (not using the email functionality that SharePoint offers). This means that the DocRead Notification Scheduler is a Windows Service that can run on a Windows Server that doesn’t require SharePoint. At the time we designed scheduler, we thought long […]
Read more
How to upgrade the Collaboris Notification SchedulerThe Collaboris Notification Scheduler is responsible for issuing all of the emails associated with DocRead tasks. Emails can be sent when tasks are assigned, completed or fall overdue. If you need upgrade the Notification Scheduler it’s fairly straight forward, but you must remember to back-up 3 config files first. […]
Read more
How to disable DocRead Assigned EmailsDepending on your situation, you may need to disable assigned emails from being sent out with DocRead. This can be a for a few reasons such as : You are just starting with DocRead and have a large backlog of documents that need reading. To assign them all at once […]
Read more